Truist Financial
BSCR icon

Truist Financial’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Truist Financial’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.9M Buy
504,406
+26,926
+6% +$531K 0.01% 614
2025
Q4 		$9.43M Buy
477,480
+7,795
+2% +$154K 0.01% 623
2025
Q3 		$9.26M Buy
469,685
+20,815
+5% +$410K 0.01% 639
2025
Q2 		$8.82M Sell
448,870
-32,274
-7% -$632K 0.01% 630
2025
Q1 		$9.43M Buy
481,144
+15,133
+3% +$295K 0.02% 585
2024
Q4 		$9.08M Sell
466,011
-34,590
-7% -$676K 0.01% 606
2024
Q3 		$9.87M Buy
500,601
+438,591
+707% +$8.58M 0.02% 598
2024
Q2 		$1.19M Buy
62,010
+10,924
+21% +$210K ﹤0.01% 1516
2024
Q1 		$985K Buy
51,086
+2,097
+4% +$40.5K ﹤0.01% 1623
2023
Q4 		$953K Buy
48,989
+8,649
+21% +$164K ﹤0.01% 1625
2023
Q3 		$756K Buy
40,340
+3,787
+10% +$71.8K ﹤0.01% 1694
2023
Q2 		$695K Buy
+36,553
New +$703K ﹤0.01% 1781

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return